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Semicon: Five reasons why Applied is upbeat

7/14/2010 06:10 AM EDT
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Baolt
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re: Semicon: Five reasons why Applied is upbeat
Baolt   7/14/2010 10:57:43 AM
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The big reason behind the light curtain why Applied is unbeaten due to fact competitors, especially the ones at Japan couldnt catch up with the level they have reached. Still struggling with extreme litho. Also as mentioned China, Taiwan and Korea are the locomotive markets why we see extreme growth. Shouldnt forget the fact that demand to semiconductors increased around %32 percent, many foundries are having shortage and extended LTs while they are pumping money to fab-tool providers. I wonder more about ASML? whats up with their side?

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